Civic Intelligence

California Forward Action Fund

EIN 26-0566442 • 501(c)4 • Sacramento, CA

Profile

The california forward action fund strives to improve the quality of life for all californians by advocating for policies that create inclusive, sustainable growth and improved government at the state and local levels. The action fund is the advocacy arm of california forward (ca fwd).

1121 L Street Suite 802Sacramento, CA 95814

cafwd-action.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

99th percentile

862%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$4,354

Down $3,120 (-42%) from 2024

Liabilities

Down

$0

Down $82 (-100%) from 2024

Net Assets

Down

$4,354

Down $3,038 (-41%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin79th percentile

Revenue

Down

$12,000

Down $141,500 (-92%) from 2024

Expenses

Down

$15,038

Down $216,641 (-94%) from 2024

Net Income

Up

-$3,038

Up $75,141 (+96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2015: $3,325Liabilities 2015: $4,243Net Assets 2015: -$9182015Assets 2016: $12,689Liabilities 2016: $7,441Net Assets 2016: $5,2482016Assets 2021: $6,973Liabilities 2021: $0Net Assets 2021: $6,9732021Assets 2022: $67,113Liabilities 2022: $10,000Net Assets 2022: $57,1132022Assets 2023: $128,238Liabilities 2023: $42,667Net Assets 2023: $85,5712023Assets 2024: $7,474Liabilities 2024: $82Net Assets 2024: $7,3922024Assets 2025: $4,354Liabilities 2025: $0Net Assets 2025: $4,3542025

Highlighted filing

2025

Assets$4,354
Liabilities$0
Net Assets$4,354
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $75,438Expenses 2015: $96,858Net Income 2015: -$21,4202015Revenue 2016: $12,025Expenses 2016: $5,859Net Income 2016: $6,1662016Revenue 2021: $172,000Expenses 2021: $171,350Net Income 2021: $6502021Revenue 2022: $230,000Expenses 2022: $179,860Net Income 2022: $50,1402022Revenue 2023: $410,000Expenses 2023: $381,542Net Income 2023: $28,4582023Revenue 2024: $153,500Expenses 2024: $231,679Net Income 2024: -$78,1792024Revenue 2025: $12,000Expenses 2025: $15,038Net Income 2025: -$3,0382025

Highlighted filing

2025

Revenue$12,000
Expenses$15,038
Net Income-$3,038
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,354
Liabilities
$0
Net assets
$4,354
Revenue
$12,000
Expenses
$15,038
Net income
-$3,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.12$0.15$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.54$2.32$0.78
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.43$0.86$4.10$3.82$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.57$2.30$1.80$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.72$1.71$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.05$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.04$0.01$0.75$0.97$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.5
Gross Receipts
$12,000
Mission and Program Overview

Mission

The california forward action fund strives to improve the quality of life for all californians by advocating for policies that create inclusive, sustainable growth and improved government at the state and local levels. The action fund is the advocacy arm of california forward (ca fwd).

Program Services

DescriptionGrantsExpenses
SUPPORTED CONVENINGS, COLLABORATION, AND POLICY ENGAGEMENT ON SPECIFIC REGIONAL AND STATEWIDE ISSUES INCLUDING ECONOMIC DEVELOPMENT, WORKFORCE, HOUSING, WILDFIRE, AND INFRASTRUCTURE.$0$14,556
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE GORDONPresident & CEO-$0--
BILL SHIREMANTreasurer And Secretary-$0--
DAVE REGANBoard Member-$0--
ROGER DICKENSONBoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
California Forward Action Fund
EIN
26-0566442
Phone
9164910022
Address
1121 L STREET SUITE 802, SACRAMENTO, CA 95814

Signing Officer

Name
Kate Gordon
Title
President & CEO
Phone
9164910022
Signed
2026-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: political consultants. Amount: 3,150. Description: office operations. Amount: 10,126. Description: reimbursement of payroll costs to related entity. Amount: 1,762. Total to form 990-ez, line 16: 15,038.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 382.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 82. End of year amount: 0.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SHIREMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER DICKENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015038
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CALIFORNIA FORWARD ACTION FUND STRIVES TO IMPROVE THE QUALITY OF LIFE FOR ALL CALIFORNIANS BY ADVOCATING FOR POLICIES THAT CREATE INCLUSIVE, SUSTAINABLE GROWTH AND IMPROVED GOVERNMENT AT THE STATE AND LOCAL LEVELS. THE ACTION FUND IS THE ADVOCACY ARM OF CALIFORNIA FORWARD (CA FWD).
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt012000
IRS990EZ/TransactionWithControlEntInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA H WILLIAMS
ReturnHeader/ReturnTs02026-02-26T14:06:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.